Header, Footer, Cover Page and Terms & Conditions Page Templates for Accounts documents

Being able to include standard terms of business or any text that's relevant to your business to Quotes, Orders and Invoices is absolutely possible in NextMinute. When creating a Quote, Order or Invoice you can click on the header or footer to add "one-off" notes or you can create templates and set as "default" text which shows up on every Quote, Order or Invoice.  The process is the same for each output type.  Set up your header, footer, cover page and terms & conditions page templates for Quotes, Invoices and Orders via the templates Setup section of Admin.

Navigate to Admin and Scroll down to Template Setup - Quote Templates, Invoice Templates, Supplier Invoice Templates and Order Templates.


Click on each to create header templates, footer templates, cover page templates, and terms & conditions page templates, the steps are the same for each. 



Editing the Header, Footer and Creating a Cover Page and Terms & Condition page is located in the same place for Quotes, Invoices, Supplier Invoices and Orders and can be located as per below:


Quote Templates


Create Templates for your Quotes Headers and Footers and Quote Cover pages and Terms & Conditions pages. Click in to each to add a new template.



This example shows you how to add a Quote Header Template.  First select Add as shown below:



Edit your Templates name, Add content to your header template.  You can copy and paste text here, type what you want in the header and Insert Merge Fields.



Tick the fields you'd like to merge into your header from the list and select OK.



Your Merge Fields will show between brackets as shown below {Merge Field}.  You can label your Merge Fields like in the below example. When happy hit Save.



Your new template will show in the Header Templates list.  You can Set a Template as the Default, this will then create that header for every Quote you create.



To add your Header template to a Quote you will need to go into the Quote, Click to edit the header notes and select a Template from your list and Save.  You can preview the header to see Merge Fields. 


Invoice Templates


Create Templates for your Invoice Headers and Footers and Invoice Cover pages and Terms & Conditions pages. Click in to each to add a new template.


Supplier Invoice Templates


Create Templates for your Supplier Invoice Headers and Footers and Supplier Invoice Cover pages. Click in to each to add a new template.


Order Templates


Create Templates for your Order Headers and Footers and Order Cover pages. Click in to each to add a new template.




Feedback and Knowledge Base